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Harvest
Budget by Projects
Budget by Projects is a financial metric that tracks the planned and actual expenses of a specific project, helping teams stay on track with their budgeting goals.
With Databox you can track all your metrics from various data sources in one place.
- About
- Technical Details
What is "Budget by Projects"?
Budget by Projects is a metric used in Harvest to track project expenses and revenue against the allocated budget. It allows project managers to monitor project profitability and identify potential budget overruns. This metric provides insights into project health and enables project teams to make informed decisions to optimize resource utilization and project outcomes.
Example: A marketing agency can track their project-based budget using Harvest's Budget by Projects metric to ensure they don't exceed their set budget for a client campaign.
Visualizations
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Bar and Line Chart
Used to show comparisons between values.
How to track Budget by Projects in Databox?
Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.
To track Budget by Projects using Databox, follow these steps:
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1Connect Harvest that contains the metric you want to track
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2Select the metric you want to track from the list of available metrics
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3Drag and drop the selected metric onto your dashboard
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4Watch your dashboard populate in seconds
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5Put Budget by Projects on the Performance screen
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6Get Budget by Projects performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Budget by Projects
GoalsSet Goals to track and improve your performance
ScorecardsGet your daily progress every morning with Scorecards
Metric DigestReceive detailed weekly performance updates
Metric BuilderBuilt your own custom metrics with Metric Builder
Data CalculationsSet Goals to track and improve your performance
Performance ScreenGet instant insights into your top-performing metrics
General
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DescriptionBudget by Projects is a financial metric that tracks the planned and actual expenses of a specific project, helping teams stay on track with their budgeting goals.
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CategoryProject Management
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SubcategoryBudget
Specification
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Metric Typecurrent
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DimensionalYes
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Decimal DigitsNo
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Currency UnitsYes
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GranularitiesDaily, weekly, monthly, yearly, quarterly and all-time.
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Custom Relative PeriodsYes
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Data AvailabilityAt sync, it ranges from now to now.
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Retroactive Data UpdatesNewly synced data is merged with existing data, replacing values for matching periods.
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Future Data AvailableNo
Visualization
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Default FormatPrefixCurrency
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Cumulative GraphYes
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Favorable Trendincreasing
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Media CreativesNo
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ForecastsYes
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BenchmarksNo
Related Metrics
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Billable Hours
Billable Hours is a metric that tracks the amount of time a team member spends on client work that can be billed to the client. It helps measure productivity and profitability of services rendered.
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Billable Hours by Clients
Billable Hours by Clients is a metric used to track the total number of hours worked by team members for each client that can be billed to the client.
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Non-Billable Hours
Non-Billable Hours is a measure of time spent on tasks that cannot be billed to clients, such as internal meetings, training, and administrative work.
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Non-Billable Hours by Clients
Non-billable hours by clients is a metric that measures the amount of time spent on client work that cannot be billed, typically due to contractual terms or scope creep.
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Billable Amount by Tasks
The Billable Amount by Tasks metric measures the amount of revenue generated by specific tasks performed by individuals or teams within a project, allowing for better cost allocation and analysis.
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Harvest
Expenses
Expenses metric measures how much money a business spends on various costs and expenses such as salaries, rent, utilities, materials, marketing, etc. during a specific period.
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Harvest
Expenses by Person
Expenses by Person is a financial metric that calculates how much money each individual has spent in a given period of time, allowing for better tracking of expenses and budgeting.
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Budget
The Budget metric tracks the planned expenses for a project or task, allowing users to compare the actual spending to the planned budget and adjust accordingly.
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Databox Inc.
HQ: Boston, MA, USA
Modern BI for teams that needs answers now
Databox Inc.
HQ: Boston, MA, USA
Modern BI for teams that needs answers now
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